4 / 5 Stars
5 5 3 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#67 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.28 percent over the past year, 14.33 percent over the past three years, 21.55 percent over the past five years, and 10.95 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.3%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||21.5%|
|10 Years (Annualized)||10.9%|
The investment seeks maximum long-term capital growth. The fund normally invests no less than 80% of its net assets in the common stocks of medium-sized companies. It defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies in the index. The fund maintains a weighted average market capitalization of not more than 1.5 times the weighted average market capitalization of the companies included in the Russell Midcap® Index.
Fees are Low compared to funds in the same category.
Artisan Mid Cap Fund has an expense ratio of 1.22 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.